HC1047-16-R-4008.pdf

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(Hour)

PAGE(S)

until 11:00 AM local time 29 Feb 2016

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F 62 - 68

69 - 82

H 83 - 88 jestina.n.shearin.civ@mail.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA

FAR (48 CFR) 53.214(c)

1 88

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

HC1047 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and 1 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

JESTINA N. SHEARIN 301-225-4512

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 19

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT X

PACKAGING AND MARKING

20 - 30 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

31 - 32

33 - 35 X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 36 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror)

X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

37 - 60

PART II - CONTRACT CLAUSES

DEFENSE INFORMATION SYSTEMS AGENCY

P.O. BOX 549

FT. MEADE MD 20755

FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.

DDCMC50020

5. DATE ISSUED

29 Jan 2016

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

HC1047-16-R-4008

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months Cost Estimation and Business Analysis

FFP

Requirements described in PWS 6.1.

FOB: Destination

PURCHASE REQUEST NUMBER: DDCMC50020

NET AMT

000101 Funding for CLIN 0001 - RMC

FFP

RMC Funding

000102 Funding for CLIN 0001 - DBC

FFP

DBC Funding

0002 12 Months Budget Support Services

FFP

Requirements described in PWS 6.2.

000201 Funding for CLIN 0002 - RMC

FFP

RMC Funding

000202 Funding for CLIN 0002 - DBC

FFP

DBC Funding

0003 Months Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to invoice on a monthly basis and in accordance with FAR Part 31.

ESTIMATED COST

000301 Funding for CLIN 0003 - RMC

COST

RMC Funding

000302 Funding for CLIN 0003 - DBC

COST

DBC Funding

1001 12 Months OPTION Cost Estimation and Business Analysis

FFP

Requirements described in PWS 6.1.

100101 Funding for CLIN 1001 - RMC

FFP

100102 Funding for CLIN 1001 - DBC

FFP

DBC Funding

1002 12 Months OPTION Budget Support Services

FFP

Requirements described in PWS 6.2.

100201 Funding for CLIN 1002 - RMC

FFP

100202 Funding for CLIN 1002 - DBC

FFP

1003 Months OPTION Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to invoice on a monthly basis and in accordance with FAR Part 31.

100301 Funding for CLIN 1003 - RMC

COST

100302 Funding for CLIN 1003- DBC

COST

2001 12 Months OPTION Cost Estimation and Business Analysis

FFP

200101 Funding for CLIN 2001 - RMC

FFP

200102 Funding for CLIN 2001 - DBC

FFP

2002 12 Months OPTION Budget Support Services

FFP

200201 Funding for CLIN 2002 - RMC

FFP

200202 Funding for CLIN 2002 - DBC

FFP

2003 Months OPTION Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to

200301 Funding for CLIN 2003 - RMC

COST

200302 Funding for CLIN 2003 - DBC

COST

3001 12 Months OPTION Cost Estimation and Business Analysis

FFP

300101 Funding for CLIN 3001 - RMC

FFP

300102 Funding for CLIN 3001- DBC

FFP

3002 12 Months OPTION Budget Support Services

FFP

300201 Funding for CLIN 3002- RMC

FFP

300202 Funding for CLIN 3002 - DBC

FFP

3003 Months OPTION Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to

300301 Funding for CLIN 3003 - RMC

COST

300302 Funding for CLIN 3003 - DBC

COST

4001 12 Months OPTION Cost Estimation and Business Analysis

FFP

400101 Funding for CLIN 4001 - RMC

FFP

400102 Funding for CLIN 4001 - DBC

FFP

4002 12 Months OPTION Budget Support Services

FFP

400201 Funding for CLIN 4002 - RMC

FFP

400202 Funding for CLIN 4002 - DBC

FFP

4003 Months OPTION Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to

400301 Funding for CLIN 4003 - RMC

COST

400302 Funding for CLIN 4003 - DBC

COST

9999 Months OPTION Cost and Budget Services-Surge Capacity

COST

The Government may require surge support during the base or any option period, and surge modifications will be in-scope to provide increased support for the defined task areas of the PWS. Surge support is OPTIONAL and is not a guarantee. If the Government determines that an increased quantity of support is required for the task areas defined in the PWS, the Government reserves the right to exercise the Surge Option unilaterally.

The Contracting Officer will provide written notice to the Contractor at least 30 calendar days prior to any unilateral exercise of the Surge Option. In the event the Government does elect to exercise the Surge Option, surge support will be realigned under new or existing CLINs for the relevant task areas identified in the PWS, and an equal amount will be deducted from the Surge CLIN not-to-exceed amount. Surge support will be provided at the same labor rates proposed and found fair and reasonable at time of contract/task order award for the applicable period of performance.

999901 Funding for CLIN 9999 - RMC

COST

RMC Funding

999902 Funding for CLIN 9999 - DBC

COST

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS)

as of 29 January 2016

Contract Number: TBD

Task Order Number: TBD

Tracking Number: TBD

Follow-on to Previous Contract and Task Order Number:

HC1047-15-C-4008 and HC1028-10-F-2796

1. Contracting Officer Representative (COR).

a. Primary COR.

Name:

Organization:

Department of Defense Activity Address Code (DODAAC):

Address:

Phone Number:

Fax Number:

E-Mail Address:

b. Alternate COR.

Name:

Organization:

DODAAC:

Address:

Phone Number:

E-Mail Address:

2. Contract Title. DISA Cost/Business Analysis and Financial Support

3. Background. The Cost Analysis and Resource Management Branch in the Resource Management Center (RMC) and the Cost Analysis Branch in the Development and Business Center (DBC) provide guidance/direction for cost analysis, and validate and develop cost estimates within DISA. They ensure the preparation of credible cost estimates of resources required to develop, procure and sustain automated information systems and information technology capabilities that enable information dominance for the warfighter. The RMC and DBC provide cost estimating support to the Agency. The Financial Management Directorate and Resource Management Integration Division of the RMC develop financial strategies, develop and control the formulation budget submissions process, ensure financial controls/oversight, and conduct program and organizational assessments. DISA provides, operates, and assures command and control and information sharing capabilities and a globally accessible enterprise information infrastructure in direct support to joint warfighters, national level leaders, and other mission and coalition partners across the full spectrum of military operations.

4. Objectives. The Cost Analysis and Resource Management Policy Branch in the RMC publishes DISA cost estimating policies and practices; conducts reviews of acquisition briefs/documents and provides recommendations to the RMC/Comptroller; maintains total cost models; provides cost analysis services to ensure the affordability and cost effectiveness of DISA built/acquired systems; manages the Commercial Activities Program (A-76) that establishes federal policy for the performance of commercial activities and sets forth the process for determining functions that should be performed in-house by Government personnel versus Contractor personnel; and provides independent support for DISA program/project costing efforts, to include issuing guidance on life cycle cost estimating, cost/benefit analysis and economic analysis. RMC supports external cost estimating efforts and validates cost estimates provided by DBC. The DBC supports/leads internal DISA cost estimating efforts. The Financial Management Directorate in the RMC represents and defends the Agency's position on financial matters, and provides financial management guidance and oversight for the efficient and effective use of resources. In order to achieve this objective, RMC/DBC requires contractor support for financial management in cost and business analysis, financial analytical services and budget formulation.

5. Scope. The scope of this PWS is to develop, implement, and advise DISA Programs on cost management activities, to include Department of Defense (DoD) statutory Life Cycle Cost Estimates (LCCE), Economic Analysis (EA), Independent Cost Estimates (ICE) and Component Cost Estimates (CCE), Business Case Analyses (BCA), Independent Government Cost Estimates (IGCEs), Analysis of Alternatives (AoA), Acquisition/Cost Integrated Product Team (IPT) Support, DoD Cost Policy and Research efforts; and formulate business cost analysis (BCA) briefs for new IT systems and enhancements to existing systems. Additionally, the scope of this effort will provide accuracy and integrity of cost related documents such as Cost Analysis Requirements Description (CARD), Acquisition Program Baselines, and other Acquisition and cost related documents. Duties include obtaining, allocating, monitoring, realigning, and funding recommendations by aiding the government in the justification and/or execution of budgets for organizations, programs or project for the Agency. Further, the contractor shall perform budget functions involving the formulation, justification and/or execution of budgets for organizations, programs or projects; develop detailed programming and financial planning justification and documentation for inclusion in the Program Objectives Memorandum (POM) and Five Year Defense Program (FYDP) submissions; and analyze trend and developments in DISA’s planning, programming, budget and execution process concerning appropriations, funding priorities and workload management which supports overall program operations. In addition, this support will assist in the process of market research tasks to determine financial viability of industry products to meet mission partner requirements.

Performance of this contract SHALL NOT include the performance of inherently governmental functions.

Determinations as to budget policy, guidance, strategy, and federal program priorities shall be made by Government personnel only, and contractor deliverables and other work products will be subject to at least one level of independent Government review

RMC has an average of 50 cost estimating tasks that have been worked or in the process of being worked within the past twelve months. These efforts range from LCCEs, EAs, BCAs for over 30 ACAT programs, major initiatives or projects. The cost analysis branches in the RMC and DBC have also completed 15 IGCEs within the past twelve months for various Acquisition of Services (ranging from $25M to $10B+) and two AoAs within the same timeframe. There are approximately twenty (20) projects that are active or under consideration; these projects are related to cost policy review (Cost Analysis Manual, BCA Guide, Better Buying Power, Value Engineering, Cost Estimating Relationships, and Cost Element Structure). Most of these tasks take several weeks or months to complete.

The Government may require surge support during the base or any option period, and surge modifications will be within scope of the contract and provided increased support for the defined task areas of this PWS. Surge support over the life of the contract will not exceed 15% of the contractor’s total proposed cost/price for the base and all option periods, excluding any six–month extension of services pursuant to FAR 52.217-8.

6. Specific Tasks.

Resource Management Center (RMC) and Development Business Center (DBC) Tasks

6.1 Cost Estimation and Business Analysis

6.1.1 LCCE. The contractor shall provide LCCEs using risk tools, MS Office applications, Excel, and the Automated Cost Estimating Integrated Tools (ACEIT); additionally, the contractor personnel shall provide cost estimating methods such as Parametric, Engineering, Analogies, and Actual costs. The contractor shall provide Forecasting Techniques, Operating and Support Analysis, Outlier Analysis, Learning Curve, and Risk Analysis.

All models shall be available to DISA with editing capabilities. The contractor shall provide documentation to fully support the estimating methodologies and sources used.

6.1.2 EA Development. The contractor shall develop Economic Analysis cost models. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. Models shall be available to DISA with editing capabilities. The contractor shall develop the Economic Analysis documentation and shall document the DoD Component Cost Analysis approach and schedule as well. An Economic Analysis consists of a Lifecycle cost and benefits analysis and is a systematic approach to selecting the most efficient and cost effective strategy for satisfying an agency's need.

6.1.3 ICE and CCE. The contractor shall develop ICEs and CCEs to document the program’s acquisition and sustainment baseline. This effort will likely involve multiple sessions with the Contractor/agency performing the ICE and CCE, ensuring that all required programmatic description elements are thoroughly documented, and other reconciliation discussions are analytically supported. Additionally, the Contractor shall provide support and inputs for presentations of findings and results to the perspective decision-making authorities. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. The contractor shall provide documentation on methodologies and sources used. Models shall be available to DISA with editing capabilities.

6.1.4 BCA. The contractor shall develop Business Case Analyses specific to program or project costs. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. Models shall be available to DISA with editing capabilities.

6.1.5 Acquisition/Cost IPT Support. The contractor shall support DISA at all levels of analysis to the DISA Program Offices and the Component Acquisition Executive, for program reviews and major milestone decisions.

This support includes active participation in IPT and Acquisition/Cost IPT, preparing status briefings specific to program cost estimates, milestone decisions and review boards, identifying cost issues, and supporting action item research and solution recommendations. The contractor will support DISA and Program Offices during the development of the ICE and/or CCE, including coordinating and attending meetings, briefings, and answering questions concerning all financial management activities, and cost products, as assigned by DISA. Models shall be available to DISA with editing capabilities.

6.1.6 IGCE. The contractor shall support DISA at all levels of IGCEs analysis. The IGCE is the Government’s estimate of the resources and projected cost of the resources a contractor will incur in the performance of a contract. The contractor shall estimate using costs to include direct costs such as labor, products, equipment, travel, and transportation; indirect costs such as labor overhead, material overhead, and general and administrative (G&A) expenses; and profit or fee. Models shall be available to DISA with editing capabilities. The contractor shall develop the IGCE documentation and should include only those elements applicable to and developed from the statement of objectives/ statement of work/ performance work statement (SOO/SOW/PWS) or description of the supplies, services, or construction to be acquired. An IGCE is required for every procurement action in excess of the simplified acquisition threshold at FAR 2.101.

6.1.7 AoA. The contractor shall develop the AoA materiel solutions documentation to satisfy the capability need documented in the approved Initial Capabilities Document (ICD). The AoA also assesses critical technologies associated with each proposed materiel solution, including technology maturity, integration risk, manufacturing feasibility, and where necessary, technology maturation and demonstration needs. The AoA is normally conducted during the Materiel Solution Analysis (MSA) phase of the Defense Acquisition System, is a key input to the Capability Development Document (CDD), and supports the materiel solution decision at Milestone A. The AoA may be updated for the Development Request for Proposal (RFP) Release Decision

Point and Milestone C review if there are changes to the design that impact AoA assumptions. Models shall be available to DISA with editing capabilities.

6.1.8 Management & Administration. The contractor shall be responsible for establishing a well-defined management framework, ensuring that the objectives of this support agreement are executed within the PWS requirements.

6.1.9 Quality Control. The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which it assures the work complies with the requirements of the contract. After acceptance of the quality control plan the Contractor shall receive the contracting officer’s acceptance in writing of any proposed changes to its quality control system.

6.1.9.1 Training/Guidance. The contractor shall provide support with periodic training, when DoD/DISA deploys new cost estimating tools or promulgate new guidance/practices and/or policies for cost estimation techniques.

Training services will only be provided on an as needed basis when new guidance and tools are mandated by DoD/DISA.

6.1.10 Program Cost Analysis Documentation. The contractor shall develop, update, maintain, and deliver Cost documentation required for Milestone A, B, C and all decision reviews and updates thereafter as reported by DoD 5000. This documentation shall include Service inputs in addition to PMO inputs to result in comprehensive Milestone documentation.

6.1.10.1 CARD. The contractor shall develop per the DoD 5000 series, a CARD for all ACAT I and ACAT IA programs. DoD Instruction 5000.2 requires ACAT I and IA programs to update the CARD at Milestone B, Milestone C, and the Full Rate Production Decision Review.

6.1.10.2 Benefits Analysis & Determination. The contractor shall develop the Benefits Analysis (sometimes called Consolidation and Bundling Benefit Analysis) to make cases for acquisition strategies that consolidate and/or bundle requirements. It identifies, quantifies, and compares the benefits arising from the strategy’s implementation to benefits that would result from alternative strategies relative to cost savings, quality improvements, reductions in acquisition cycle times, better terms and conditions, etc., and is part of the Acquisition Strategy. It includes market research to determine whether consolidation and/or bundling of the requirements is necessary and justified.

6.2 Financial Analytical Services and Budget Formulation

6.2.1 Budget Formulation. The contractor shall perform budget support functions involving the formulation, justification and/or execution of budgets for organizations, programs or projects. The contractor shall support the preparation of command, agency, or Presidential budgets and assist in preparation of required supporting justification. The contractor shall attend budget briefings and conferences and assist in answering questions to justify and defend budget estimates, program and resource requirements, and appropriation requests; and assist in the development of detailed programming and financial planning justification and documentation for inclusion in the Program Objectives Memorandum (POM) and Five Year Defense Program (FYDP) submissions. The contractor shall not make any budgetary decisions. All budgetary decisions will be made by Government personnel only.

6.2.2 Analyze Trends and Developments in the PPBE Process. The contractor shall analyze trend and developments in DISA’s planning, programming, budget and execution process concerning appropriations, funding priorities and workload management which supports overall program operations in order to provide budgetary information.

6.2.3 Analyze/Verify Budget Data. The contractor shall organize budget data according to appropriation account, object class, and line item code. The contractor shall review estimates to assure that amounts requested are within established guidelines. The contractor shall research, compile, verify, and summarize data involving operating expenses, as they relate to object class and line item information. The contractor shall determine the variation percentage difference between amounts requested by comparison against prior year expenditures.

6.2.4 Develop/Brief Budget Reports. The contractor shall enter budgetary information in a variety of automated financial systems, develop reports and schedules using Microsoft applications, DoD and DISA automated systems. The contractor shall consolidate budget estimates and prepares all templates/exhibits and all required documents for review by the Government Lead. The contractor shall be required to aggregate information from sensitive and classified sources to accomplish this requirement. All classified work for the development of budgetary briefs or reports will be performed at DISA HQ.

6.2.5 Management & Administration. The contractor shall be responsible for establishing a well-defined management framework, ensuring that the objectives of this support agreement are executed within the PWS requirements.

6.2.5.1 Quality Control. The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which it assures the work complies with the requirements of the contract. After acceptance of the quality control plan the Contractor shall receive the contracting officer’s acceptance in writing of any proposed changes to its quality control system.

7. Performance Standards.

7.1 Quality Assurance. The Government will evaluate the performance of the Contractor in accordance with the Quality Assurance Surveillance Plan (QASP). The QASP primarily ensures the Government, that the Contractor has performed its tasks in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

Performance Standard Acceptable Quality Level (AQL) Method of Surveillance

Task 6.1 – Cost and Business Analysis (RMC /

DBC)

Materials, final products and analysis are reviewed and analysis documented within delivery schedule specified

Acceptable performance has been met when error-free initial product approved and accepted as meeting program requirements at least 90% of the time.

Materials contain required information and are delivered on time at least 90% of the time. Problems that occur are minor and are resolved in a satisfactory manner.

Routine COR review and feedback of deliverable products and services.

Task 6.2 – Financial Analytical Services and Budget Formulation

Provide budget support documentation and accurate budget formulation

Acceptable performance has been met when error-free initial product approved and accepted as meeting program requirements at least 90% of the time.

Materials contain required information and are delivered on time at least 90% of the time. Problems that occur are minor and are resolved in a satisfactory manner.

Routine COR review and feedback of deliverable products and services.

8. Incentives / Financial Remedies. Positive and negative performance ratings will be recorded in the Contractor

Performance Assessment Reporting System (CPARS).

9. Place of Performance. Government Facility: DISA 6910 Cooper Ave., Fort Meade, MD 20755

Travel in and around the primary place of performance may be required throughout the period of performance.

Additional travel within CONUS or OCONUS may be required to support the requirements of this PWS.

Authorized travel will be reimbursed in accordance with the Joint Travel Regulations for each organization as per funding availability. Contractor shall provide a travel report for temporary duty assignments or local travel.

Alternate Place of Performance - Contingency Only. As determined by the Contracting Officer’s Representative (COR), Contractor employees may be required to work at an alternate place of performance (e.g., home, the Contractor's facility, or another approved activity within the local travel area) in cases of unforeseen conditions or contingencies (e.g., pandemic conditions, exercises, government closure due to inclement weather, etc.). Non-emergency/non-essential Contractors should not report to a closed government facility. Contractor shall prepare all deliverables and other contract documentation utilizing Contractor resources. To the maximum extent possible, the Contractor shall use best efforts to provide the same level of support as stated in the PWS. In the event the services are impacted, reduced, compromised, etc., the Contracting Officer or the Contractor may request an equitable adjustment pursuant to the Changes clause of the contract.

The contractor is responsible for conducting business during the agencies core business hours, between the hours of 0600-1730 Monday through Friday except Federal holidays or when Government facilities are closed due to local or national emergencies, administrative closings, or similar Government directed facilities closings. While considering hiring and/or employing personnel, the Contractor shall remain cognizant that stability, continuity, and quality of the workforce are essential. The contractor shall abide by the core business hours of 0900 to 1500.

10. Period of Performance. The period of performance is one 12-month base period, with four 12-month option periods. As directed by the Contracting Officer (KO), the contractor shall continue performance in emergency or mission essential conditions. Additionally, the contractor may be required to account for the whereabouts of their personnel should this information be requested by the COR.

11. Delivery Schedule.

PWS

Task# Deliverable Title Format Distribution/Copies Frequency and Re- marks

Task Management Plan Contractor Determined

Format Standard Distribution*

Monthly on 5th workday;

Completed work items, status, # of hours

6.1.1 LCCE Government Determined

Format

Standard Distribution* 2 per month

6.1.2 EA Development

Government Determined

Format Standard Distribution* 3 per year

6.1.3 ICE CCE

Government Determined

Format Standard Distribution* 3 per year

6.1.4 BCA Government Determined

Standard Distribution* 80 per year

6.1.5 Acquisition/Cost IPT

Support Government Determined

Format Standard Distribution*

Weekly – 20 hours

6.1.6 IGCE

Format Standard Distribution* 24 per year

6.1.7 AoA

Government Determined

Format Standard Distribution* 3 per year

6.1.9.1 Training/Guidance

Government Determined

Standard Distribution* Twice per quarter

6.1.10 Program Cost Analysis and

Documentation

Government Determined Format

Weekly – 30 hours

6.2.1 Budget Formulation

Format

Weekly – 20 hours

6.2.2 Analyze Trends and Development in the

PPBE Process

Government Determined Format

Weekly – 80 hours

6.2.3 Analyze/Verify Budget

Data

Government Determined

Standard Distribution* Weekly – 50 hours

6.2.4 Develop/Brief Budget

Reports Government Determined

Format

Weekly – 50 hours

*Standard Distribution: 1 copy of the transmittal letter without the deliverable to the KO; 1 copy of the transmittal letter with the deliverable to the Primary COR.

12. Security. The work to be performed under this contract is up to Secret level. Contractors will have access to acquisition sensitive and classified information to support the Agency in order to perform their job duties.

This section shall be considered a supplement to block 13 of the Government provided DD 254, Contract Classification Specification. The following security requirements shall apply to this effort.

References:

a. DOD 5002.2-R, Personnel Security Program.

b. DISAI 240-110-36, Personnel Security.

c. DOD 5220.22-M, National Industrial Security Program Operating Manual.

d. DOD 5220.22-R, Industrial Security Regulation

e. DISA Computing Services Directorate (CSD) Security Handbook.

f. DODM 5200.01, Information Security Program, 24 February 2012

12.1 Facility Security Clearance. The work to be performed under this contract is up to Secret. Therefore the company must have a final Secret Facility Clearance (FCL) from the Defense Security Service (DSS) Facility Clearance Branch (FCB) at time of award.

12.2 Security Clearance and Information Technology (IT) Level. All personnel performing on this contract must be U.S. Citizens. Immediately upon hire the incumbents will require secret access eligibility adjudicated by any Department of Defense Consolidated Adjudication Facility CAF to perform their duties. There is one IT levels (IT- II) of personnel security requirements under this contract covering two (2) types of positions.

12.3 The following positions, or their equivalents, require a minimum interim Secret security clearance and interim IT-II eligibility when performance starts:

- Senior Budget Analyst

- Budget Analyst

- Senior Cost Analyst

- Cost Analyst

12.4 Investigation Requirements. All personnel requiring Secret under this contract must undergo a favorably adjudicated National Agency Check, Local Agency Check and Credit Check (NACLC) as a minimum investigation.

The NACLC will be maintained current within 10-years and requests for Secret Periodic Reviews (SPRs) will be initiated prior to the 10-year anniversary date of the previous NACLC or SPR.

Contract employees that are not immediately eligible for immediate IT-II systems access will be permitted to begin work with interim IT-II systems access at the discretion of the Government, pending eligibility for IT-II. Before being permitted to begin work under this arrangement the individual contractor employee must be submitted by the company for an NACLC (investigation) that is reflected in the DoD JPAS database and granted interim IT-II systems access approval by DISA Personnel Security. The employee will not be granted any access until interim or final IT-II systems access is granted by DISA Personnel Security. The Contractor must submit the request for SSBI as soon as a job offer is tendered to an employee. Advance NAC results will be requested by the Contractor to facilitate expeditious consideration for interim IT-II systems access by DISA Security. Advance NAC results or a previous DoD investigation are required for interim IT-II consideration. If the employee is not able to obtain an interim IT-II clearance they will not be eligible to provide service on this contract.

12.5 Adjudication for IT access. Adjudication of investigations for granting of interim or final IT-II access will be accomplished through DISA Security. An exception to this is that individual contractor employees with a previous NACLC,SSBI or SBPR (within scope) that is favorably adjudicated for a Top Secret OR Secret security clearance by any of the Department of Defense adjudication facilities (DoD CAF and DICAF) will be automatically accepted for final IT-II access.

12.6 Interim IT access. Pending completion of a NACLC (for IT-II) and final adjudication for security clearance, contractor employees may be granted interim authorization to perform duties designated as IT-II. The interim authority for IT sensitive positions is the DISA Personnel Security Office.

12.6.1 Following are the requirements, which must be met prior to granting of interim IT-II authorization:

The request for NACLC (e-QIP or Word Fillable SF 86 and fingerprint cards) must be submitted by the contractor Facility Security Officer (FSO) through the Defense Security Service (DSS) to the Office of Personnel Management (OPM) and the Department of Defense (DoD) Personnel Security Data Base (JPAS) must reflect that the investigation is open. A copy of the E-QIP or SF 86 forms must be submitted to the DISA Field Security Office, Security Manager (SM). The SM will forward the forms along with a written request for interim IT-II authorization to DISA Personnel Security for approval.

The National Agency Check (NAC) portion of the SSBI or a previous valid NCLC/DNACI/NAC or ENTNAC must be completed and favorably adjudicated before interim IT-II access will be granted. An interim security clearance (either Top Secret or Secret, as appropriate for the position) should be requested by the company FSO for those contractor employees without a previous investigation.

12.7 Visit Authorization. Visit requests shall be processed and verified through the Joint Personnel Adjudication System (JPAS) to SMO DKABAA10 and SMO DKADAL. JPAS visits for contracts are identified as “Other” or “TAD/TDY” and will include the Contract Number and ADP/IT-Access Level of the contract in the Additional Information. Contractors that do not have access to JPAS may submit visit authorizations by e-mail in a password protected pdf to the Contracting Officer Representative (COR) or government point of contact (POC). The visit must contain the following information on company letterhead:

a. Company’s name, address, telephone number, assigned CAGE Code, facility security clearance.

b. Cage Code

c. Contract Number

d. Name, SSN, date and place of birth, and citizenship of the employee intending to visit;

e. Certification of the proposed visitor's personnel clearance and any special access authorizations required for the visit (example, investigation closed date, agency conducting investigation, adjudication date, adjudicating agency, and IT access level)

f. Name of COR/POC

g. Dates or period the VAL is to be valid.

Security Contacts. DISA Security Personnel can be contacted for security related questions as follows:

For Industrial Security related issues:

Dontia Costin, phone: (301) 225-1206

Defense Information Systems Agency

ATTN: MPS61, Industrial Security Command Building 6910 Cooper Ave.

Fort Meade, MD 20755-7088

For Personnel Security related issues to include interim IT access requests:

Primary: Annie Otis, phone: (301) 225-1612

Alternate: Richard Young, phone: (301) 225-1237

Defense Information Systems Agency ATTN: MPS62, Personnel Security Command Building 6910 Cooper Ave.

Fort Meade, MD 20755-7088

12.8 Information Security and Other Miscellaneous Requirements.

12.8.1 Contractor personnel must comply with local security requirements for entry and exit control for personnel and property at the government facility.

12.8.2 Contractor employees shall comply with all Government security regulations and requirements. Initial and periodic security training and briefings will be provided by Government security personnel. Failure to comply with security requirements may be a cause for removal of the employee.

12.8.3 The Contractor shall not divulge any information about DoD files, data processing activities or functions, user identifications, passwords, or any other knowledge that may be gained, to anyone who is not authorized to have access to such information. The Contractor shall observe and comply with the security provisions in effect at the DoD facility. Identification shall be worn and displayed as required.

12.8.4 DISA retains the right to request removal of contractor personnel regardless of prior clearance or adjudication status, whose actions, while assigned to this contract, clearly conflict with the interest of the Government.

12.8.5 Contractor personnel will generate or handle documents that contain FOUO information at Government facilities. Contractor shall have access to, generate, and handle classified material only at Government facilities.

All contractor deliverables shall be marked at a minimum FOUO, unless otherwise directed by the Government.

The contractor shall comply with the provisions of the DOD Industrial Security Manual for handling classified material and producing deliverables. The contractor shall comply with DISA Instruction 630-230-19.

12. Government-Furnished Equipment (GFE)/Government-Furnished Information (GFI). The Government will provide standard office furnishings/equipment for Contractor personnel assigned to government facilities; e.g., desk, telephones, PCs, access to DISANet. All assigned personnel will be eligible to use the furnishings/equipment. GFI will include historical programmatic documents, budget information / cost estimates and other documentation as required. Also after award contractor will be given access to DKO/Shared drives/DISANet, etc. The Government will provide additional GFI upon request from the contractor, if requested GFI is available.

13. Other Pertinent Information or Special Considerations.

a. Identification of Possible Follow-on Work. N/A

b. Identification of Potential Conflicts of Interest (COI). Any actual or potential organizational conflict of interest (OCI) as defined by Subpart 9.5 shall be governed by DARS 52.209-9000 Organizational and Consultant Conflict of Interest (OCCI). Performance of this contract may include access to source selection sensitive and proprietary information with respect to future procurements which may create OCIs and require disqualification from future competitions. Such determinations will be made on a case-by-case basis by the cognizant Contracting Officer.

c. Identification of Non-Disclosure Requirements. The performance of the contract duties may involve access to acquisition sensitive, non-public, and/or proprietary information by contractor personnel. All contractor personnel shall be required to execute non-disclosure agreements (NDAs). Copies of signed NDAs must be provided to the primary or alternate COR and to the Contracting Officer for inclusion in the contract file at the start of contract performance and whenever new personnel begin performance.

d. Packaging, Packing and Shipping Instructions. N/A

e. Inspection and Acceptance Criteria. N/A

f. Property Accountability. N/A

g. Key Personnel Changes. Key Personnel changes shall be IAW DARS 52.237-9000.

h. Technical Data Rights. The Government will have full rights over all products supporting RMC and

DBC including products developed by the contractor and technical data. The following DFARS clauses will govern rights in data, computer software and computer documentation generated under any resultant order: DFARS 252.227-7013. Rights in Technical Data - Noncommercial Items (NOV 1995), DFARS 252.227-7014 Rights in Noncommercial Computer Software and Noncommercial Computer Software Documentation (JUN 1995) and DFARS 252.227-7020 Rights in Special Works (JUN 1995).

i. Policy and guidance for tasks in Section 6 are defined by:

Department of Defense (DoD)

Operating and Support (O&S) Cost-Estimating Guide (March 2014)

DoDI 7041.04 - Estimating & Comparing Full Costs of Civ and AD Mil Manpower and Contract Support

DoDD 5105.84 Director of Cost Assessment & Program Evaluation (11 May 12)

Weapon Systems Acquisition Reform Act of 2009 (DTM 09-027) (WSARA)

Cost & Software Data Reporting (CSDR) Manual 18 APR 07

Department of Defense Directive 5000.01 The Defense Acquisition System 20 NOV 07

DOD Instruction 5000.02 Operation of the Defense Acquisition System

Defense Procurement and Acquisition Policy

Government Accountability Office (GAO)

DOD Business Transformation: Improved Management Oversight of Business System Modernization Efforts

GAO Cost Estimating and Assessment Guide: Best Practices for Developing and Managing Capital Program

U. S. Government Accountability Office (GAO)

Office of Management and Budget (OMB)

OMB Blog

OMB Circular A-11 Preparing, Submitting, and Executing the Budget

Defense Information System Agency (DISA)

Resource Management Center (RMC) Issuance, Policy and Guidance

Defense Acquisition University (DAU)

Defense Acquisition Guidebook

Budget Policy

More references can be found at the Defense Acquisition University or link https://acc.dau.mil/CommunityBrowser.aspx?id=351549&lang=en-US

14. Section 508 Accessibility Standards. The following Section 508 Accessibility Standard(s) (Technical Standards and Functional Performance Criteria) are applicable (if box is checked) to this acquisition.

Technical Standards

Software Applications and Operating Systems

Web Based Intranet and Internet Information and Applications Telecommunications ProductsVideo and Multimedia Products Self-Contained, Closed Products Desktop and Portable Computers

1194.41 - Information, Documentation and Support

The Technical Standards above facilitate the assurance that the maximum technical standards are provided to the Offerors. Functional Performance Criteria is the minimally acceptable standards to ensure Section 508 compliance. This block is checked to ensure that the minimally acceptable electronic and information technology (E&IT) products are proposed.

Functional Performance

Criteria

1194.31 - Functional Performance Criteria

Section E - Inspection and Acceptance

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 000101 N/A N/A N/A Government 000102 Destination Government Destination Government 0002 Destination Government Destination Government 000201 Destination Government Destination Government 000202 Destination Government Destination Government 0003 Destination Government Destination Government 000301 Destination Government Destination Government 000302 Destination Government Destination Government 1001 Destination Government Destination Government 100101 N/A N/A N/A Government 100102 Destination Government Destination Government 1002 Destination Government Destination Government 100201 Destination Government Destination Government 100202 Destination Government Destination Government 1003 Destination Government Destination Government 100301 Destination Government Destination Government 100302 Destination Government Destination Government 2001 Destination Government Destination Government 200101 N/A N/A N/A Government 200102 Destination Government Destination Government 2002 Destination Government Destination Government 200201 Destination Government Destination Government 200202 Destination Government Destination Government 2003 Destination Government Destination Government 200301 Destination Government Destination Government 200302 Destination Government Destination Government 3001 Destination Government Destination Government 300101 N/A N/A N/A Government 300102 Destination Government Destination Government 3002 Destination Government Destination Government 300201 Destination Government Destination Government 300202 Destination Government Destination Government 3003 Destination Government Destination Government 300301 Destination Government Destination Government 300302 Destination Government Destination Government 4001 Destination Government Destination Government 400101 N/A N/A N/A Government 400102 Destination Government Destination Government 4002 Destination Government Destination Government 400201 Destination Government Destination Government 400202 Destination Government Destination Government 4003 Destination Government Destination Government

400301 Destination Government Destination Government 400302 Destination Government…